Group 1 - The U.S. labor market is showing signs of cooling, with the number of unemployment claims rising to the highest level since the end of 2021, reaching 226,000, an increase of 7,000 from the previous week [1] - The Federal Reserve is expected to reduce interest rates in September, with a probability exceeding 90% for a 0.25% cut and nearly 50% for a 0.5% cut, influenced by recent changes in the Fed's voting members [2][3] - The Bank of England has lowered its interest rate to 4%, the lowest in over two years, amid significant internal disagreements during the decision-making process [3] Group 2 - The Bank of England has revised its economic growth forecast for the UK, now expecting a GDP growth of 1.25% for this year, up from a previous estimate of 1% [2] - The UK is projected to be the fastest-growing major economy in Europe by 2025, according to the International Monetary Fund [2] - Recent inflation data shows a slight increase, with the Consumer Price Index (CPI) rising by 0.3% month-on-month and 3.6% year-on-year, both exceeding market expectations [3]